Lee Financial Group Hawaii, Inc. Jp Morgan Diversified Return I Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 03, 2021	SELL	$49.86 - $58.47 $4.31 Million - $5.05 Million	-86,423 Closed	0 $0
Q3 2020 Oct 27, 2020	BUY	$49.59 - $53.56 $34,316 - $37,063	692 Added 0.81%	86,423 $4.46 Million
Q2 2020 Jul 23, 2020	SELL	$41.38 - $52.51 $1.52 Million - $1.93 Million	-36,696 Reduced 29.97%	85,731 $4.24 Million
Q1 2020 May 04, 2020	BUY	$37.71 - $57.78 $55,509 - $85,052	1,472 Added 1.22%	122,427 $5.29 Million
Q4 2019 Jan 30, 2020	BUY	$51.93 - $57.61 $40,245 - $44,647	775 Added 0.64%	120,955 $6.91 Million
Q3 2019 Oct 29, 2019	BUY	$52.99 - $54.15 $273,693 - $279,684	5,165 Added 4.49%	120,180 $6.39 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-51,187 Reduced 30.8%	115,015 $6.26 Million
Q1 2019 May 01, 2019	BUY	N/A	115,212 Added 225.95%	166,202 $9.19 Million
Q4 2018 Jan 29, 2019	BUY	N/A	50,990 New	50,990 $2.6 Million

Others Institutions Holding JPIN

# of Institutions

101

Shares Held

20M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

15.8M
Shares

$850 Million
0.75% of portfolio
Ubs Group Ag

618K
Shares

$33.2 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

584K
Shares

$31.4 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

419K
Shares

$22.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

325K
Shares

$17.5 Million
0.0% of portfolio

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